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Financial Planning Associate

City of London, 2 days a week post-probation

£55,000 – £60,000

• Private Medical Insurance
• Discretionary annual bonus
• Hybrid working after probation (2 days per week in the office)
• Up to 30 days of annual leave
• Company events
  
  

• Private Medical Insurance
• Discretionary annual bonus
• Hybrid working after probation (2 days per week in the office)
• Up to 30 days of annual leave
• Flexible working hours
• Company events
  
  

• Chartered status reflects their commitment to the highest standards of professionalism, whilst remaining independent and whole-of-market
• Certified B Corp, demonstrating genuine social and environmental accountability
• Full exam support after successful probation
• Supportive career pathway
  
  

• Attending most client meetings, and regular relationship building with clients
• Assist with cashflow presentations
• Working closely with the Adviser to analyse a client’s situation and suggest next steps and financial planning opportunities
• Conduct fact finds, produce meeting notes and coordinate with Administrators
• Conducting research and analysis to support the development of suitable financial strategies
• Producing suitability letters/reports
• Be a technical point of contact
  
  

• Experience as a Paraplanner or Trainee Financial Adviser, and the ability to articulate recommendations/advice to clients
• Experience in a client-facing role, and having sat in client meetings on a regular basis
• Level 4 qualification is mandatory, working towards Chartered is desirable
• Experience with a range of software and technology, including Voyant, FE Analytics
  
  

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Staffing and Recruiting

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